Create or modify an HR Criteria for Links record

HR agents can create or modify links to documentation, information, suggested readings, videos, and URLs on the HR Service Portal. This information can also be available to specific groups or to all employees.

Before you begin

Role required: sn_hr_core.admin

About this task

The first step is to create an HR Criteria for Links record. The HR Criteria requires conditions be defined to determine who in your company can view and access the HR Link. The second step is to create an HR Link.

Procedure

  1. Navigate to HR Administration > Service Portal > HR Links.
    The HR Criteria for Links list opens.
  2. Click New. There are two fields, HR link and HR criteria.
  3. Click the HR criteria Lookup using list icon first. You can select an HR criteria listed, or click New to create an HR criteria record.
    Table 1. HR criteria fields
    Field Description
    Name Enter a name identifying the HR criteria.
    Active Check to activate the HR criteria.
    Note: Links do not appear when leaving Active unchecked.
    Description Enter a description for the HR criteria.
  4. Click Submit to return to the HR Criteria for Links list.
  5. Click the Reference Field icon next to the HR Criteria.
  6. Click New to create an HR condition.
    Table 2. HR condition fields
    Field Description
    Name Enter a name that describes the condition.
    Table Click and select the table the condition is to filter on.

    For example, to filter on a role, select User Role [sys_user_has_role].

    Condition Add conditions to specify the fields and values that create the filter and based on the table selected.
    For example, to create a condition to display the link for new hires, select Role from choose field, is, and sn_hr_core.hrsm_new_hire.
    Note: It is required to add a filter condition: user, is (dynamic), Me. This filter prevents placing the HR link for every user in your company.
    Active Check to activate the HR condition.
    Example of HR conditions.
  7. Click Submit. The HR Criteria form appears.
  8. Click Update. The HR Criteria for Links form appears.

Result

Conditions can be reused in other HR links. To add conditions/criteria to an HR link:
  1. Click an HR criteria for an HR link you want to add conditions/criteria to from the HR Criteria for Links list. The HR Criteria form opens.
  2. From the Conditions list, click Edit. The Edit Members form opens.
  3. Highlight the conditions/criteria under the Collection list.
  4. Use the arrow buttons to move the conditions/criteria to the Conditions List.
  5. Click Save. The HR Criteria form appears.
  6. Click Update.